Name
From Kickoff to Liftoff: Insights and Lessons for a Successful CRM Implementation
Date & Time
Wednesday, June 18, 2025, 12:00 PM - 1:00 PM
Mai Markowski Alondra Zavala Jessica Tello Corina Treviño
Description

 

In this session, attendees will gain practical insights into successfully implementing and adopting a CRM system like Liaison TargetX to streamline operations, enhance student engagement, and improve efficiency. Implementing a CRM system is a transformative initiative, but it comes with complex technical and organizational challenges. A successful implementation and adoption require careful planning, resource allocation, and proactive management at every stage. In this engaging panel session, representatives from various institutions will share their experiences, best practices, and lessons learned from their CRM journeys. Attendees will walk away with actionable strategies for overcoming common implementation obstacles and ensuring long-term success.

• Attend this session to hear from experienced institutions about their CRM implementation journeys and the strategies that led to success.

• Expect to gain insights into common implementation challenges and how to overcome them with practical, proven solutions.

• Discover actionable strategies to ensure long-term success with CRM systems and drive organizational efficiency and student engagement.

Location Name
Independence Ballroom 1